Contact a marketing desk for advisory firms
This page is meant for a principal, a planner or an office manager with a question about the firm's pages, Maps listings or ads. Whatever is typed here reaches the desk directly, and the desk reads it with the firm's public pieces in mind: the office page, the listing, the reply under a review.
Most first questions are already answered on two pages. The services overview lays out the two branches of work, and the price sheet lists every plan. A firm that has read both can write a much shorter note.
Tell the desk which firm is writing and where its curiosity lies
Three boxes come first, one each for the sender's name, a mailbox to answer into and a telephone line, with a short note box underneath. In that note, give the firm's name, the number of offices it keeps and whether the interest lies in search work, ad management or both. If the firm already runs ads or has a Maps listing, say so in a line.
Every client detail stays out of the form. That rules out a client's name, a case, an account and anything at all about a person's finances. None of it has a box on the form, and the desk would only have to set it aside. A note about the firm's marketing is all that is wanted, and a few lines are plenty. Wording about the firm that may later appear in public is handled after this step, with the person who approves it.
Which pieces should your firm hang first?
Tell us the service lines you offer, the towns where your clients live and the neighbouring offices that point people toward you. Keep every client name, every account figure and every personal identifier out of what you send.
Four questions from advisory firms before they write
What happens once an advisory firm sends the form?
A reader at the desk takes the note and replies to the email address given, usually with a question or two about the offices and the service lines the firm names. If the firm wants a call after that, one is set up. The reply comes from the desk, so the principal need not chase it.
Should a principal mention a client in the note?
No. The note concerns the firm and its marketing, and nothing else. Should a client detail slip in, we will not use it, and we may ask for the note to be sent again without it.
Who answers when a planner writes in?
A person from the desk replies, and the call button on this site books time with our CEO. Either route ends with a human reading what the firm wrote and answering in plain words.
What is worth gathering before a firm books a call?
Four items: the firm's name as it should appear, the address of each office, the service lines the firm names and the person who will approve public wording. Reading the marketing overview first can help a firm decide which side of the work to ask about, and the search work page and paid ads page go deeper on each.
Ask us to hang the first piece of your search work
Send one question about how your firm turns up in search. The call is taken by our CEO, Ross Cohen, who ends it by naming the first pieces to hang.
The mobile below is only an illustration, and it forecasts nothing.